AWM

Aries Wealth Management Portfolio holdings

AUM $383M
1-Year Est. Return 17.41%
This Quarter Est. Return
1 Year Est. Return
+17.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
+$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$288K
2
+$283K
3
+$282K
4
APA icon
APA Corp
APA
+$233K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$225K

Top Sells

1
+$1.1M
2
+$316K
3
+$248K
4
GS icon
Goldman Sachs
GS
+$205K
5
JNJ icon
Johnson & Johnson
JNJ
+$126K

Sector Composition

1 Healthcare 11.42%
2 Technology 11.32%
3 Industrials 10.63%
4 Financials 10.28%
5 Consumer Staples 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$253K 0.23%
2,560
102
$245K 0.23%
4,020
103
$243K 0.22%
2,890
-19
104
$240K 0.22%
3,044
-207
105
$238K 0.22%
4,930
106
$238K 0.22%
2,500
107
$238K 0.22%
1,986
-35
108
$235K 0.22%
5,407
109
$233K 0.22%
+5,069
110
$233K 0.22%
5,481
111
$232K 0.21%
2,690
112
$230K 0.21%
2,026
113
$225K 0.21%
+3,135
114
$224K 0.21%
+686
115
$223K 0.21%
2,448
116
$223K 0.21%
+879
117
$220K 0.2%
1,507
-147
118
$220K 0.2%
6,587
-135
119
$212K 0.2%
2,457
120
$205K 0.19%
1,832
121
$204K 0.19%
6,400
-1,150
122
$203K 0.19%
+2,380
123
$202K 0.19%
5,500
-1,550
124
$202K 0.19%
+1,658
125
$202K 0.19%
+1,097
2 3 4
5
6